数说新能源·2026-01-30 03:02Core Viewpoint - Despite underperforming sales in January 2026, the pure electric vehicle market is expected to achieve a 20% year-on-year growth, with high-end electric vehicles priced over 300,000 yuan continuing to outperform the overall industry [1] Group 1: Sales and Financial Performance - The management anticipates that the cost per vehicle will increase by up to 5,000 yuan due to rising prices of copper, aluminum, lithium, and dynamic random-access memory [1] - The company aims for a compound annual growth rate of 40%-50% in delivery volume over the next two years, projecting deliveries to reach between 456,000 and 489,000 vehicles in 2026, supported by new models like ES9, ES7, and L80 [1] - The ES9 model is expected to be a key profit driver, with a price exceeding 500,000 yuan and a potential profit per vehicle surpassing 100,000 yuan, competing with models like BMW X5 and Mercedes GLE [1] Group 2: Long-term Strategic Planning - The company plans to launch 2-3 models under the Le Dao brand priced between 150,000 and 200,000 yuan, targeting a market share of 8%-10% in this price range [2] - The subscription model for battery rental services is seen as a way to reach potential customers in the sub-150,000 yuan segment [2] - Enhancing the brand awareness and sales efficiency of the Le Dao brand is identified as a core task in the short term [2] Group 3: Autonomous Driving Business Layout - The company is focused on regaining its leading position in China's autonomous driving sector, leveraging self-developed world models, reinforcement learning models, and the Shenji chip [3] - There is optimism regarding the long-term commercialization of the company's autonomous driving software [3] - The company is also exploring the possibility of external sales of its autonomous driving chips [3]